New Article - "Time to Sell"?
https://seekingalpha.com/article/4253740-time-sell-new-residential?app=1&dr=1#alt1
I agree with the macro thesis that NRZ's growth runway has shortened (compared to where this stock was 1-3 years ago), and there are more risks than years past, however, I do not believe is is a "sell now and cash out" stock, nor has the growth runway been shut down. If the economy can hold steady (at worst), or begin to strengthen again, NRZ has great potential. I am not convinced this is a sell, and will continue to hold a large "long" position (as a % of my portfolio).